Inventory valuation reports

An Inventory Valuation report displays a list of inventory items, quantities available, item cost, and costing method. The total of all items is the total inventory value on the balance sheet.

The report is divided into two sections: Summary and Detail. The Details section shows what's on the shelf, the summary section shows the value in a warehouse.

For more information, see Inventory Valuation report in the Sage Intacct Help Center.

Run an inventory valuation report

post/services/reports/inventory-control/inventory-valuation

Runs an inventory valuation report

SecurityOAuth2
Request
Request Body schema: application/json
required

Report parameters

title1
string

Primary title for the report.

Example: "Inventory valuation June 2025"
title2
string

Secondary title for the report.

Example: "Monthly report"
footerText
string

Text of the footer included in the report.

Example: "June 2025 Valuation Report"
scheduledReportDate
string <date>

Specifies the date on which the report is scheduled to run.

Example: "2025-06-30"
outputType
string

Output format for the report.

Enum: "csv" "excel" "html" "pdf" "text"
Example: "html"
outputLocation
string

Specifies where the report is stored and can be accessed.

Enum: "cloud" "intacct"
Example: "intacct"
reportName
string

Specifies the name used in report lists.

Example: "Inventory valuation June 2025"
object

Report cloud store options

cloudStore
string

Predefined cloud store name, required with the cloud outputLocation

Example: "CloudStore"
object

List of Predefined cloud stores name, required with the cloud outputLocation

key
string

Unique key for the cloud storage.

Example: "44"
id
string

Unique identifier for the cloud storage.

Example: "Amazon Storage Plan"
path
string

Cloud store path, used with the cloud outputLocation

Example: "2025 Reports"
object

parameters

asOfDate
string <date>

The date to use with any relative date comparisons in selected filters. The current date is used if asOfDate is not set.

Example: "2025-01-08"
reportOn
string

Specifies whether to report on itemID or UPC.

Enum: "UPC" "itemId"
inventory-control-item-filter (object) or inventory-control-item-operator (object) or inventory-control-upc-filter (object) or inventory-control-upc-operator (object)
One of:
object
object
key
string

Product line key

Example: "319"
id
string

Product line ID

Example: "Automotive"
minValue
string <decimal-precision-10>

Specifies the minimum value to include in the report. Specify what the minimum value represents in the valueAppliesTo field.

Example: 100
maxValue
string <decimal-precision-10>

Specifies the maximum value to include in the report. Specify what the maximum value represents in the valueAppliesTo field.

Example: 1000
valueAppliesTo
string
Default: "itemValue"

Specifies the value to which minValue and maxValue apply.

Enum: "dateOfLastActivityDays" "itemLastCost" "itemQuantity" "itemUnitCost" "itemValue"
Example: "itemValue"
dateOfLastActivity
string
Default: "dateLastSoldOrReceived"

Specifies the type of activity shown in the date of last activity column of the report.

Enum: "dateLastReceived" "dateLastSold" "dateLastSoldOrReceived" "daysSinceLastReceived" "daysSinceLastSold" "daysSinceLastSoldOrReceived"
Example: "dateLastSoldOrReceived"
showItemsWithZeroQuantity
boolean
Default: false

Indicates whether to include items with zero quantity on hand (QOH) in the report.

Example: false
excludeInactiveItems
boolean
Default: false

Indicates whether to exclude inactive items in the report.

Example: false
excludeInactiveWarehouses
boolean
Default: false

Indicates whether to exclude inactive warehouses from the report.

Example: false
showActualCostForNegativeBalances
boolean
Default: false

Indicates whether to show actual cost instead of zero for negative balances in the report.

Example: false
showQuantitiesWithSummaryValue
boolean
Default: false

Indicates whether to include transactions that affect only the value of the item in the summary section of the report.

Example: false
includeTransactionTotals
boolean
Default: false

Indicates whether to include transaction totals in the report.

Example: false
sortBy
string
Default: "item"

Specifies the sort mode for the report results.

Enum: "dateOfLastActivity" "dateOfLastActivityDescending" "item" "lastCost" "lastCostDescending" "quantity" "quantityDescending" "unitCost" "unitCostDescending" "value" "valueDescending"
Example: "item"
summaryLevel
string
Default: "detail"

The level of detail to include in the report.

  • detail - group results by customer, then by order, then by warehouse, and finally by the items associated with each customer order.
  • itemSummary - analyze the activity and other details of inventory items. Display statistics such as the number of items in stock, the number of items required to fill open orders, an item's minimum, maximum, and average price, and an item's total value as a percentage of all open orders.
  • warehouseSummary - identical to itemSummary, except this option correlates items to the warehouses that store them. This level also displays aisle and bin locations.
Enum: "detail" "itemSummary" "warehouseSummary"
Example: "detail"
Responses
200

OK

400

Bad Request

Request samples
application/json
{
  • "title1": "Inventory valuation 2024",
  • "title2": "Items from A to Z",
  • "footerText": "2024 report",
  • "reportName": "Inventory valuation 2024 A - Z",
  • "outputType": "pdf",
  • "outputLocation": "intacct",
  • "parameters": {
    • "asOfDate": "2024-12-31",
    • "reportOn": "itemID",
    • "filters": {
      • "itemFilter": {
        }
      }
    }
}
Response samples
application/json
{
  • "ia::result": {
    • "reportId": "108",
    • "status": "submitted",
    • "outputType": "pdf",
    • "outputLocation": "intacct",
    • "href": "/services/reports/status?reportId=108&outputType=pdf&outputLocation=intacct"
    },
  • "ia::meta": {
    • "totalCount": 1,
    • "totalSuccess": 1,
    • "totalError": 0
    }
}